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US Tariffs And Overcapacity Will Crush Shipping Margins

Published
27 Jul 25
Updated
05 Sep 25
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AnalystConsensusTarget's Fair Value
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1Y
-0.8%
7D
-0.4%

Author's Valuation

JP¥2.1k0.08% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 05 Sep 25

Fair value Increased 0.44%

Despite a worsened consensus revenue growth outlook and a modest increase in the discount rate, Kawasaki Kisen Kaisha’s analyst price target has remained essentially flat, edging up slightly from ¥2088 to ¥2097. What's in the News Issued earnings guidance for Q2 and full year with Q2 operating revenues of JPY 489,500 million, operating income of JPY 46,500 million, net profit of JPY 74,000 million, and EPS of JPY 117.11.